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State Street SPDR Portfolio Aggregate Bond ETF

155 hedge funds and large institutions have $1.57B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

114% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 36

31% more capital invested

Capital invested by funds: $1.2B → $1.57B (+$369M)

9% more funds holding

Funds holding: 142155 (+13)

2.43% more ownership

Funds ownership: 50.79%53.22% (+2.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$327M +$13.3M +477,049 +4%
AF
2
Allworth Financial
California
$308M +$308M +11,048,047 +7,780,315%
GI
3
Gradient Investments
Minnesota
$94M +$6.22M +223,512 +7%
CPO
4
Cerity Partners OCIO
New York
$88.8M +$6.5M +233,359 +8%
AssetMark Inc
5
AssetMark Inc
California
$74.2M -$511K -18,363 -0.7%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$73.4M +$20M +717,980 +38%
TC
7
Trilogy Capital
California
$70M +$5.25M +188,600 +8%
BCI
8
Brinker Capital Investments
Pennsylvania
$40.9M +$2.15M +77,214 +6%
BFG
9
Barber Financial Group
Kansas
$30.2M -$866K -31,099 -3%
Creative Planning
10
Creative Planning
Kansas
$27M +$10.7M +385,739 +66%
BAAM
11
Baker Avenue Asset Management
California
$26.4M +$580K +20,847 +2%
Ameriprise
12
Ameriprise
Minnesota
$26.1M +$2.17M +77,964 +9%
Wells Fargo
13
Wells Fargo
California
$22M +$8.83M +317,038 +67%
FWM
14
Focused Wealth Management
New York
$20.6M -$184K -6,597 -0.9%
SMM
15
Stadion Money Management
Georgia
$20.5M +$64.6K +2,320 +0.3%
RA
16
RFG Advisory
Alabama
$13.6M +$3.12M +112,017 +30%
SFG
17
StrategIQ Financial Group
Indiana
$13.4M +$1.26M +45,405 +10%
WA
18
Waverly Advisors
Alabama
$12.6M +$1.7M +61,146 +16%
HCM
19
Horan Capital Management
Maryland
$12.4M +$12.3M +443,009 New
Bank of America
20
Bank of America
North Carolina
$12.3M -$1.69M -60,581 -12%
AA
21
Advisory Alpha
Michigan
$12M +$1.01M +36,136 +9%
GP
22
Girard Partners
Pennsylvania
$10.8M +$635K +22,822 +6%
WCWM
23
Willow Creek Wealth Management
California
$10.3M +$2.57M +92,407 +33%
GFPC
24
Global Financial Private Capital
Florida
$10M +$708K +25,412 +8%
SWM
25
SigFig Wealth Management
California
$9.91M +$14.1K +505 +0.1%